The Pomp Podcast #1538 Jordi Visser | Will Institutions Drive the Next Bitcoin Surge?
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Apr 26, 2025 
Jordi Visser, a seasoned macro investor with over 30 years on Wall Street, dives into the evolving landscape of Bitcoin as a potential alternative to traditional currencies. He discusses how Wall Street is adapting to cryptocurrencies and what it means for investor sentiments. Jordi also explores the future of humanoid robotics, its economic implications, and shifts in global commodity markets, particularly in Brazil and Argentina. His investment strategies reflect a growing focus on Bitcoin amidst increasing automation and technological innovation.
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Inflation Outlook Explained
- Inflation is expected to rise over the next three months due to supply constraints and tariffs.
- Short-term inflation rises will be followed by consumption declines and longer-term deflationary pressures.
Bitcoin, AI, and Institutional Capital
- Monetary policy constraints push institutional capital toward Bitcoin and crypto.
- Bitcoin acts as the future S&P 500 amid AI disruption and valuation uncertainty for tech companies.
Institutions Eye Bitcoin for Growth
- Institutions like pension funds need growth to meet liabilities and are increasingly interested in Bitcoin.
- Bitcoin gains as traditional assets underperform inflation and technology valuations become uncertain.